Customer Manager will get a tune-up starting on Monday October 19th at 12:00pm PDT. The application may be unavailable during the maintenance, we apologize for the inconvenience.
We’re working hard to get Customer Manager ready for coming out of beta and appreciate your patience on this one-time update of the application.
Update: All set and ready to go!
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Some exciting news from Customer Manager. We will soon be coming out of beta thanks to a lot of hard work from our team and all the great feedback we’ve gotten from our Beta customers.
If you ARE a Beta customer… we can’t thank you enough for all the input and suggestions! We couldn’t have gotten this far without you and we sincerely hope that you’ll continue to use our service (and keep giving us feedback!). Look for more information from us through email and directly in Customer Manager letting you know about our transition. You’ll have plenty of time to understand what’s happening, while you continue using the service before the beta officially ends.
When you decide to continue on with Customer Manager your data will be transferred seamlessly from the Beta program to the new service, so you can continue to run your business without interruption.
It is an amazing time for us!
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Customer Manager Online will get a tune-up this Monday October 12th 5:00 - 9:00pm PDT. The application may be unavailable during the maintenance, we apologize for the inconvenience.
Update: All set and ready to go!
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Congratulations to our sister team for launching QuickBooks 2010 today!
If you use Customer Manager Online, remember it syncs with the new version of QuickBooks (as well as with QuickBooks 2009).
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Customer Manager Online will get a tune-up this Monday September 28th 10:00am - 12:00pm PST. Import from Outlook and Sync with QuickBooks may be unavailable during the maintenance, we apologize for the inconvenience.
Update: All set and ready to go!
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Are you currently using Customer Manager Online? The team is getting ready to launch a mobile version and we’d love to hear your feedback first. You are invited to test drive Customer Manager Mobile Beta!
As a Beta participant, you will be asked to complete a series of activities over a few weeks using the Mobile Beta and give us feedback on your experience. After signing up for the Mobile Beta, you will be contacted with details about the program. If you complete ALL of the feedback activities over the course of 2-3 weeks, you’ll be eligible to win a $100 gift certificate! To sign up, simply complete this survey for the mobile beta.
We look forward to having you join the program and hearing your feedback!
Sincerely,
The Customer Manager Online Team
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When will Customer Manager Online import data from Intuit’s Customer Manager 2.5 desktop program?
This is a common question from our beta testers. The answer… we don’t know exactly, but we’re absolutely working hard to make it happen. It’s our intent to 1) Make this worth the move for existing desktop users who want to switch and 2) Continue to honor our commitment to support the Customer Manager 2.5 desktop application for those who wish to continue using it.
Is this a replacement for Intuit’s Customer Manager 2.5 desktop program… why switch?
We are so excited about Customer Manager Online and we believe most of you will want to switch. Why? Because there is much more you can do in Customer Manager Online to get the hodge-podge of your customer information all in one place, help you save time, and stay productive in and out of the office.
Over time, many of you have shared your top requests. We’ve worked hard to address many of them AND dramatically improve the way the fundamental features work. For example, now QuickBooks sync offers automatic updates to Customer Manager Online. By that, we mean zero clicks to get the latest financial and contact information. Next, by virtue of being an online application, it’s easier to provide all your employees the convenience of getting to customer information anytime, anywhere. And last, you can help the office stay productive by working off one shared calendar and tasks view that helps to ensure everyone is on the same page.
So what’s the catch? What DON’T you have in Customer Manager Online?
Great question, there are going to be features in the desktop product that Customer Manager Online may not offer. Our goal in building a new program wasn’t to create the exact same product, but to focus on responding to top requested improvements and on the features that will provide the most value to you, our customers. Some of the new features you can look forward to in Customer Manager Online that you don’t have in desktop are: mobile access, highly collaborative tools such as shared calendar, shared tasks, notes and anytime anywhere access (just to mention a few).
So how long will this take, really?
Give us a bit of time to get the right level of feature parity so we can make this transition smooth… and we aren’t talking months and months here. If you have been with us for our last few releases you’ve seen us deliver a lot of great improvements, in a short amount of time. We’re pushing releases to you faster and more frequently than before.
We want to start bringing Customer Manager 2.5 businesses into Customer Manager Online when the product is ready for you and your needs. We value your business with Intuit products, and we want to ensure we can maintain the standard of excellence you’re used to, and do it even better.
How will I know when import from Customer Manager 2.5 desktop is available?
Check back on the blog for the latest updates and enhancements or send us an email and we’ll let you know when it’s ready… cmobeta@intuit.com
If you’re interested in moving from Customer Manager 2.5 to Customer Manager Online, let us know at cmobeta@intuit.com - and tell use how you feel:
In both cases be specific on what you want. Remember, letting us know is the best way to make it happen quickly!
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I am happy to share that in our Monday release, we updated Customer Manager Online integration with QuickBooks to hide inactive QB contacts in Customer Manager Online.
For all the QuickBooks users out there, you are probably familiar with marking contacts inactive in QuickBooks, so they don’t appear in your customer, vendor, or employee lists. In Community posts, conversations with our team, and blog comments, you provided great feedback that you marked those contacts inactive for a reason - you don’t want to see them in QuickBooks - and you let us know you don’t want to see them in Customer Manager Online either.
You spoke, we listened! We updated QuickBooks-Customer Manager Online sync to not show inactive contacts in Customer Manager Online. Check out this improvement and the other updates we made and let us know what you think.
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Customer Manager Online will get a tune-up this Monday September 14th 5:00-11:00pm PST. The application may be unavailable during the maintenance, we apologize for the inconvenience.
We will post updates here on the blog, check back for more details on the changes going live on Monday. We can’t wait to hear what you think of the new features!
Tuesday 9/15 update: All set and ready to go!
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I am happy to share that our latest release is live and our best yet! Customer Manager Online is sporting a fresh new look, faster performance, and new features.
Here’s the recap….
New look. You’ll notice that our designers and engineers have streamlined the design of the application with a new look and feel. The Customer View is now set up to better enable one-click viewing of customer, vendor, and employee information - the information you care most about is served up in a simple and easy way.
Performance. As you move from page to page and action to action, you’ll notice that Customer Manager Online has sped up noticeably. Add a task, edit a contact, add custom fields, save an appointment - and even opening up the application. We know time is money, now you can get through tasks even faster.
Features. You asked to be able to re-order custom fields to fit how you do business… now you can! Simply go to Options to review your custom fields and then drag n’ drop the custom fields to reorder them as you need. Seriously, it’s that easy!
We also heard feedback about how users track groups of their customers - their best customers, customers that owe money, contacts with the same custom information, etc. The Groups Tab is the place to track all that! And a hint… expect to see more changes to this tab, we’ve got lots of ideas!
Check out the latest improvements and let us know what you think. We can’t wait to show you what’s coming up next and look forward to your continued feedback and participation in our Beta.
Toodles,
Your Team at Customer Manager Online
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